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Schedule a Meeting

Sometimes it makes sense to include multiple team members when discussing your wealth.

Our team calendars are listed below.

(Click on each name to jump to their section)

Schedule with our Team

Choose from the calendars below and schedule your meeting at your convenience.

Click on the individual photo to view that person's individual calendar.

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Jim Denholm, CMT

Founder & CEO

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Melissa & Jim

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Jim, Gwen & Melissa

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Gwen Henson, CFP®

Financial Planning Director

Chief Compliance Officer

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Melissa & Gwen

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Jim, Gwen & Melissa

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Melissa Fleming, CFP®, ChFC®

Wealth Advisor

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Melissa & Jim

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Melissa & Gwen

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Jim, Gwen & Melissa

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Doug Zullo, MBA, CFP®

Partner

Wealth Advisor

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Whitney Barker

Client Experience Director

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6420 Bee Caves Rd, Suite 201

Austin, Texas 78746

Email

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